Jacob Sybrowsky is a financial advisor at Diversify Wealth Management, LLC with Series 65 registration and experience beginning in 2024. He has held roles at Ensign College and Hyde Park Holdings LLC since 2023, and previously worked at Utah Valley University from 2010 to 2023. Through Hyde Park Holdings, he provides tax consulting services as a Master Strategic Partner with B10 Capital and serves as a co-trustee and contingent trustee on family trusts. Diversify Wealth Management offers investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed portfolios and curated models, incorporating a wide range of asset classes and both discretionary and non-discretionary management aligned with client objectives.

Colby Wight is a financial advisor at CoreCap Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with CoreCap Advisors since 2015. Outside of his advisory role, he works as a DoorDash delivery driver. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning for individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Ryan Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with B.O.S.S. Retirement Advisors and its affiliated entities since 2014. Outside of his advisory role, he is involved in several business ventures including managing member positions in solar energy and capital funding entities, as well as overseeing publishing and marketing companies. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes a client assessment process followed by diversified model portfolios and outside managers, with a focus on co-managed arrangements and referrals to third-party money managers.

Scott Stratton is a CFP® professional with eight years of experience in financial advising at Diversify Wealth Management, LLC. In addition to his advisory role, he serves as an attorney at Stratton Law Group PLLC and is Vice President of Legal at Thermagreen Systems Inc., a building material manufacturing company. He also owns SOS Law, providing legal consulting services. Diversify Wealth Management offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and includes alternative investments and options-based strategies within portfolios.

Alan Harris is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds a Series 65 credential and previously spent ten years at CoreCap Advisors, LLC. Outside of his advisory work, he is involved in tax planning and mitigation through his ownership of PH, LLC, and participates in health supplement sales and software finance management. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting primarily to individuals, corporations, and plan sponsors. The firm manages discretionary accounts using proprietary models and third-party managers, employing a combination of modern portfolio theory, fundamental, technical, and quantitative analysis.

Spencer Felkins is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in lawn care and pest control businesses. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios and outside managers to construct diversified allocations and delivers ongoing services mainly through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Austin Thacker is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has four years of industry experience, including prior roles with B.O.S.S. Retirement Solutions and two years serving as a Church Missionary. Thacker is also a minority member and manager of T4 Enterprises, LLC, a private investment entity. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

Marissa Smith is a Series 66-credentialed financial advisor at Portside Wealth Group, LLC with four years of industry experience. She has previously worked with multiple firms including Hudson Oaks Wealth Management and Concorde Investment Services. Outside of advisory work, she is a co-owner of Lyla June Co., a business that distributes stickers and keychains. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, using a combination of fundamental, technical, and modern portfolio theory approaches, and offers related legal and accounting services through affiliated professionals.

Brent Dewsnup is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah. He holds a Series 65 credential and has 10 years of industry experience. Prior to joining B.O.S.S., he worked at SVB Capital, Silicon Valley Bank, Rocky Mountain Power, and Goldman, Sachs & Co. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a client assessment process followed by diversified portfolio construction using model portfolios and outside managers, focusing on co-managed arrangements and third-party referrals.

Mark Whittaker is a financial advisor at Trek Financial with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Whittaker has worked at several firms, including Eide Bailly LLP, where he remains a partner in tax preparation and accounting services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrating AI tools and a wide range of model and alternative strategies.

Robert Hamm is a financial advisor with Strategic Blueprint, LLC who holds the Series 66 designation and has 10 years of industry experience. He has worked at Clarity Financial Advisors and Triad Advisors, Inc., among others. Hamm also provides retirement education to NEA members in multiple school districts as part of his work with Clarity Financial Advisors. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, and educational programs, including a distinctive annual flat-fee subscription advisory service.

Richard Harris is a financial advisor at Global View Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Global View since 2014. Outside of advising, he is involved in book writing and managing a private company focused on education and consulting. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative, algorithm-driven approach to investment selection and offers a variety of managed account options, including a proprietary research platform that supports its investment strategies.

Glen Sjoberg is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Security National Mortgage Company and multiple entities affiliated with Global View Capital. Outside of his advisory work, he serves as an executive officer and secretary for the Utah Oracle Users Group, a nonprofit technical community, and holds a precinct chair position for the Republican Party in Utah. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs algorithmic, technical, and quantitative methods to manage strategies aligned with client risk profiles and objectives, offering a range of managed account options and access to third-party managers.

Benjamin Marshall is a CFP® with 18 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has held roles at Marshall Wealth Advisors, Golden State Equity Partners, Townsquare Capital, Drive Wealth Management, and Lefavi Wealth Management. He also engages in fixed insurance sales on a limited basis. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses with tailored portfolio management and financial planning services. The firm employs a mix of asset allocation, fundamental and technical analysis, third-party managers, and alternative investments through programs like its Private Direct Investments offering.

Michael Johnson is a Series 65-licensed advisor at Savvy with 24 years of industry experience. He previously worked for 16 years at Pillar Capital LLC before joining Savvy. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and technology platforms to support customized client solutions.

Scott Carlson is a financial advisor with Diversify Advisory Services, LLC in Orem, UT, holding a Series 65 credential and bringing 11 years of industry experience. He has been with FirstPurpose Wealth since 2014. Outside of his advisory role, Carlson manages operations for Kelsey Carlson Art, an art print sales business, and FirstPurpose Tax, which provides accounting and tax services. Diversify Advisory Services offers investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach using a variety of investment strategies and platforms to meet client objectives.

Catherine White is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Concorde Investment Services, TownSquare Capital, and Hudson Oaks Wealth Management. Outside of her advisory work, she manages an Instagram page focused on zero-waste and eco-conscious lifestyle content and creates how-to videos for Rainbow Acres Garden. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a blended investment approach and provides related legal and accounting services alongside its advisory offerings.

Robert Torres is a financial advisor at Portside Wealth Group, LLC with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Charles Schwab, Merrill, and Bank of America. Outside of his advisory role, he is involved with PayLogics and Arc Intelligence, and he has experience in academic settings such as the University of Utah. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and related services using a blend of fundamental, technical, and modern portfolio theory-based investment analysis.

Dale Black is a financial advisor at Global View Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global View Capital Management since 2014. Outside of advisory work, he is involved in managing Dalemar, Incorporated, a personal business entity. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by its proprietary algorithmic research platform and offers a range of managed account options and third-party integrations.

Michael Gardner is a financial advisor at Global View Capital Management LLC with three years of industry experience. He holds the Series 65 credential and has worked in sales and marketing roles in the construction industry prior to his current advisory position. Gardner also maintains a long-term involvement with a construction sales role at Tile Traditions. Global View Capital Management provides discretionary investment management and financial planning services for individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house research platform that produces algorithm-based buy and sell signals.